Across
- 2. When carrier pushes policy information into our agency management system EPIC
- 4. Center Customer service center staffed by carrier partner to provide service to eligible clients
- 5. Salesperson responsible for bringing in new business and upselling and cross selling
- 6. Third party who acts as conduit between carrier and client to place and service insurance coverage
- 8. Insurance Solutions Group (small business)
Down
- 1. Insurance Company like Liberty Mutual or Travelers
- 3. Manager, Customer service representative who manages an independent book of business
- 7. HUB's agency management system where client data is stored